The Financial Planning Podcast

This week on The Financial Planning Podcast, host Lewis Byford is joined by Mark Dodds, Co-owner of Compex IT, an IT support and strategy company based in the West Midlands. Since founding the business in 2000 with his business partner, Gary, Mark has been on a mission to deliver high-quality, people-focused IT solutions. With a passion for technology and innovation, Mark has built strong partners...

This week, host Lewis Byford is joined by Caroline Stuart, Founder of Sparrow Solutions and a trailblazer in financial services. With over 23 years of experience, including senior roles like Head of Technical, Caroline is passionate about empowering paraplanners and financial planners through training, mentoring, and development support. As the first Paraplanner President of the Personal Finance S...

This week on The Financial Planning Podcast, host Lewis Byford is joined by Chris Baigent-Reed, founder and Managing Director of Jigsaw Tree. With over 29 years of experience in financial services, Chris is passionate about driving positive client outcomes and leading transformative business change. At Jigsaw Tree, Chris has built a team focused on delivering honest, fair, and tailored solutions t...

It's the most wonderful time of the year, and this week on The Financial Planning Podcast, we're bringing you something a little different! Host Lewis Byford is joined by his fellow co-founders and Directors of The Financial Planning Club, Lee Old and Amanda Ford, for a festive Christmas special. In this lighthearted episode, packed with laughter, holiday cheer, and maybe even a surprise or two, t...

This week on The Financial Planning Podcast, host Lewis Byford is joined by Karl Dines, Principal at Open Door Policy and a valued collaborator of The Financial Planning Club. With decades of experience in financial services, Karl founded Open Door Policy to support IFAs, compliance functions, and software adoption across the UK Financial Services sector. His deep passion for compliance and regula...

In this episode of The Financial Planning Podcast, host Lewis Byford welcomes Chris Drew, an Independent Financial Adviser at Endeavour Financial Planning. With ten years in financial services, including seven as an Operations Manager at the UK's largest bank, Chris has a wealth of experience in creating holistic financial plans tailored to his clients' needs. Currently working towards Chartered s...

This week on The Financial Planning Podcast, host Lewis Byford sits down with Robert Caplan, Director of First Wealth and an experienced Chartered Financial Planner. After the financial crisis, Robert co-founded First Wealth with a mission to help business owners, professionals, and retirees feel more confident and in control of their financial futures. Known for his passion for simplifying comple...

This week on The Financial Planning Podcast, host Lewis Byford welcomes Emmelia Powell, a multi-award-winning Financial Planner at Premier Wealth Solutions. Emmelia made the transition from a leading UK bank to financial planning, qualifying as an adviser in early 2022. She has since been instrumental in launching Premier Wealth Solution's Sports Professionals brand, leveraging her industry expert...

In this episode of The Financial Planning Podcast, host Lewis Byford is joined by Nathan Mead-Wellings, founding Managing Director and Chartered Financial Planner at Finura. Nathan co-founded Finura with a mission to reshape the way people approach financial planning. His philosophy goes beyond asset management—Nathan empowers his clients to understand their choices, biases, and how their financia...

In this episode of The Financial Planning Podcast, host Lewis Byford is joined by Charlie Chami, Director and Independent Financial Adviser at Glamis IFA. With over 15 years of experience in financial services, Charlie's expertise spans Fixed Income, Commercial Real Estate, and Asset Management. His impressive background includes a BA in Business/Economics and several financial qualifications, and...

In this episode of The Financial Planning Podcast, host Lewis Byford sits down with Andrew Spence, founder and Chief Executive of Aspen and a valued partner of The Financial Planning Club. With a career that spans wealth management roles in both Edinburgh and London, Andrew combines deep industry knowledge with innovative thinking. A Newcastle University graduate with a first-class degree in Marin...

This week on The Financial Planning Podcast, host Lewis Byford welcomes Lee Waters, Chief Executive and Financial Planner at Barwells Wealth. With over two decades of experience, Lee is a leading expert in pensions, investments, and later-life care. Known for his depth of knowledge and client-focused approach, Lee shares his thoughts on the importance of measuring success against yourself rather t...

In this week's episode of The Financial Planning Podcast, host Lewis Byford speaks with Antony Barton, Director and Independent Financial Adviser at Robertson Baxter. With over 15 years of experience, Antony specialises in helping business owners, senior employees, and retirees manage and grow their wealth. He's a top-rated adviser, known for his positive approach, and has been shortlisted for mul...

This week on The Financial Planning Podcast, host Lewis Byford welcomes Scott Millar, Founder and Chartered Financial Planner at Finova Money. Scott is passionate about building strong relationships with his clients and is constantly learning, both in his business and about the unique needs of those he serves. He's also dedicated to mentoring new entrants into the financial planning profession. In...

This week on The Financial Planning Podcast, host Lewis Byford is joined by Gretchen Betts, Managing Director and multi-award-winning Certified Financial Planner at Magenta Financial Planning. Gretchen is dedicated to empowering women to take control of their finances, and she views financial planning as a way to unlock new possibilities. In this episode, Gretchen shares how outsourcing has elevat...

This week on The Financial Planning Podcast, host Lewis Byford welcomes Jo Wall, Founder and Chartered Financial Planner at Joyful Wealth. Jo is passionate about helping people live richer lives while staying true to what they love, and she created Joyful Wealth to make financial advice both accessible and empowering. In this episode, Jo shares her perspective on how financial planning is about mu...

This week, host Lewis Byford speaks with Ciaran Stark, Operations Manager at Begley Brown Financial Solutions. Ciaran's passion for numbers led him to a BA (Hons) in Finance, Investment & Risk and a career that blends financial planning with operational innovation. At Begley Brown, Ciaran focuses on enhancing client experiences through technology, drawing on his experience as both a financial plan...

This week on The Financial Planning Podcast, host Lewis Byford sits down with Amyr Rocha Lima, Managing Director and Chartered Financial Planner at Strategic Wealth Partners. Amyr is a multi-award-winning financial planner, specialising in helping professionals aged 50+ to reduce taxes, invest smarter, and retire on their terms. With a rich career spanning the globe, Amyr brings a unique perspecti...

This week on The Financial Planning Podcast, host Lewis Byford welcomes Aleah Townsend, the Head of Account Management at Connor Broadley Wealth Management. Based in the heart of Mayfair, Connor Broadley is a boutique firm specialising in financial planning and investment management operations. Aleah brings over 10 years of industry experience, with a deep passion for processes, efficiency, and bu...

This week on The Financial Planning Podcast, host Lewis Byford welcomes Lindsay Taylor, the Marketing & Business Development Director at Taylor Financial Management. With nearly 15 years of experience in marketing and events, Lindsay has a distinguished background that includes leading marketing activities for Deloitte in the Transportation, Hospitality, and Leisure sectors, as well as spearheadin...

This week on The Financial Planning Podcast, Lewis Byford sits down with Bryony Evans, Director and Independent Financial Adviser at RMI Independent Financial Advisers. With 15 years of experience in co-founding and leading a reputable financial advice firm, Bryony shares her expertise on harnessing technology, fostering a strong team, and achieving operational success. Discover her strategies for...

This week on The Financial Planning Podcast, host Lewis Byford sits down with Louise Fish, the Operations Director at Finura. With over 25 years of experience in the financial services industry, Louise shares her invaluable insights on maintaining a client-centric approach, fostering a supportive team environment, and driving business growth. Tune in to uncover Louise's top strategies for success...

This week on The Financial Planning Podcast, host Lewis Byford sits down with Olivia Maynard, the Operations Director at TFP Financial Planning. Olivia shares her incredible insights on building a strong company culture, scheduling "purple time" in her calendar for personal family time, and balancing professional and personal life. Tune in to discover practical tips that can enhance both your pers...

Kate Wooding is the Business Development Manager (BDM) at Goddard Perry, having joined the company in September of last year. In her role, she oversees the adviser team and explores innovative ways to develop and grow the business. With a career spanning many years in the financial services industry, Kate has held various roles from banking to working with Independent Financial Advisers (IFAs), in...